IVZ Stock Analysis: Buy, Sell, or Hold?
IVZ - Invesco LTD
$27.73
-0.36 (-1.28%)
▼
5d:
+3.35%
30d:
+12.22%
90d:
+5.72%
HOLD
MODERATE Confidence
Analysis Updated: May 14, 2026 12:00 AM ET
Earnings: Apr 28, 2026
0d
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Interactive Price Chart (1 Month)
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Bottom Line:
📊 HOLD: IVZ is fairly valued with market pricing in 0.8% annual growth. Fine to hold or accumulate slowly on dips.
📊 HOLD: IVZ is fairly valued with market pricing in 0.8% annual growth. Fine to hold or accumulate slowly on dips.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$42.09
Based on 9.4% avg growth
INTRINSIC VALUE TODAY
$26.13
Trading above historical range
How this is calculated: We use a Growth Decay Model: starting with analyst consensus growth (adjusted above) and gradually slowing it down to a long-term terminal rate (4%) by Year 5. This provides a more realistic valuation than assuming constant hyper-growth. We then apply a 9.1x Exit PE.
In-depth Analysis How we analyze
Valuation Analysis: IVZ is currently trading at $27.73, which is considered extended relative to its 30-day fair value range of $24.05 to $27.11. The stock's valuation (Forward PE: 9.3) is in line with its historical norms (9.1). At these levels, the market is pricing in 0.8% annual earnings growth. This growth rate appears achievable given the company's track record, suggesting the valuation is rational.
Technical Outlook: Technically, IVZ is in a strong uptrend. Immediate support is located at $25.74, while resistance sits at $28.60.
Market Sentiment: IVZ has a strong technical setup (75/100), with favorable trendlines, momentum, and price action for short-term traders. The stock is fairly positioned - fine to hold existing positions or accumulate slowly on dips, but not an urgent buy.
Technical Outlook: Technically, IVZ is in a strong uptrend. Immediate support is located at $25.74, while resistance sits at $28.60.
Market Sentiment: IVZ has a strong technical setup (75/100), with favorable trendlines, momentum, and price action for short-term traders. The stock is fairly positioned - fine to hold existing positions or accumulate slowly on dips, but not an urgent buy.
Quick Decision Summary
Current Position
EXTENDED
Historical Trading Range
$24.05 -
$27.11
Company Quality Score
56/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
58.1%
Protect Your Profits
Holding IVZ? Use our AI-powered strategies to protect your downside while keeping your long-term position.
View Profit Protection PlanAll Signals
- BEARISH: Price extended above range
- BULLISH: Strong technical setup (75/100)
- BULLISH: High volume confirmation
- NEUTRAL: Near Wall St target ($29.14)
- NEUTRAL: Market pricing in 0.8% annual earnings growth - fairly valued
Trading Range Analysis
30-Day Trading Range
$24.05 -
$27.11
Current vs Trading Range
EXTENDED
Support & Resistance Levels
Support Level
$25.74
Resistance Level
$28.60
Current Trend
Strong Uptrend
Technical data as of
May 14, 2026
Fundamental Context
Forward P/E (Next Year Est.)
9.35
Wall Street Target
$29.14
(+5.1%)
Revenue Growth (YoY)
14.1%
Earnings Growth (YoY)
35.0%
Profit Margin
-3.7%
Valuation Premium vs History
+0.8% premium
PE vs Historical
9.4 vs 9.1
FAIR
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
+0.8%
(market-implied from PE analysis)
1-Year Target
$27.95
(+1%)
2-Year Target
$28.18
(+2%)
3-Year Target
$28.40
(+2%)
3-Yr Target (if PE normalizes)
(PE: 9→9)
PE COMPRESSION
$27.65
(0%)
Earnings growth offset by PE compression
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 22.0, Growth: 14.7%)
$98.72
(+256%)
Base:
(SPY PE: 9.3, Growth: 14.7%)
$41.86
(+51%)
Bear:
(PE: 7.9, Growth: 14.7%)
$35.58
(+28%)
Share & Embed Analysis
Last updated: May 14, 2026 11:42 PM ET
Data refreshes hourly during market hours. Next update: 12:42 AM
Data refreshes hourly during market hours. Next update: 12:42 AM
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Technical Signals Check
Is IVZ showing a specific setup today?
Insider Activity (6 Months)
1
Buys
2
Sells
Net
INSIDERS SELLING
Recent Transactions
Kevin Hern
SELL
2026-03-17
Gilbert Ray Cisneros, Jr.
SELL
2026-02-10
Gilbert Ray Cisneros, Jr.
BUY
2026-01-09
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Advanced IVZ Option Strategies
Professional options setups generated by AI based on today's IVZ price and gamma walls.
